Ongoing Service
At RMB Financial Management you will be offered the opportunity to have your plan reviewed, usually annually. We do not believe however that you only need financial advice one day a year – our clients are provided with an ongoing service throughout the year, which includes access to their adviser every working day;

Here is an example of our ongoing services;

	Yearly Financial, Strategy & Lifestyle Review
	Ongoing Risk Management
	Annual Cashflow & Goals Analysis
	Annual Portfolio Valuation
	Fund Valuations
	Ongoing communication, commentary & advice
	Access to your Financial Advisor

Additional services can be negotiated on an individual basis.